NetSuite + Proposify
Create new records in NetSuite when new proposals are created in Proposify
This workflow simplifies your sales cycle by automating the process of recording new proposals in NetSuite from Proposify as they're created. Without lifting a finger, new proposal details from Proposify are instantaneously available in your NetSuite records, allowing for better tracking, streamlined processes, and instant access to updated information. Enhanced productivity and efficiency in your sales and analytics processes are just a workflow away.
This workflow simplifies your sales cycle by automating the process of recording new proposals in NetSuite from Proposify as they're created. Without lifting a finger, new proposal details from Proposify are instantaneously available in your NetSuite records, allowing for better tracking, streamlined processes, and instant access to updated information. Enhanced productivity and efficiency in your sales and analytics processes are just a workflow away.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It